Estates IT Training Hub

Valuation Section (Click a link below)	Marketing Section (Click a link below)	Leads Section (Click a link below)
Add a new valuation via flyout menu	Preparing the property for marketing	What is the leads section
Setting up a valuation	Creating particulars for approval	Converting a valuation lead
Send the valuation confirmation Email	Advertise the property	Converting a viewing lead
Complete the valuation event
Send market appraisal Email

Matching Section (Click a link below)	Contacts Section (Click a link below)	Diary Section (Click a link below)
Changing match requirements on an Applicant	How does the Contact Filter section work?	How does the Diary Filter section work?
Matching an Applicant to properties	What is the List/Recent section	What is the List/Recent section
Matching a property to Applicants	How do I deactivate a Contact	How do I mark a diary event as completed
Filtering down a match list of properties	How do I Reactivate a Contact	How do I mark a diary event as cancelled
	How do I bulk send an email to a list of contacts	How do I bulk complete diary events
	Add a new profile to a Contact	How do I change the userview on the diary

Property Section (Click a link below)	Events Section (Click a link below)	Keys Section (Click a link below)
Preparing the property for marketing	How does the Events Filter section work?	How does the Key Filter section work?
Advertise the property	How do I mark a diary event as complete	What is the List/Recent section?
Producing letters	How do I mark a diary event as cancelled	How do I unassign a key tag from a key?
Making an offer	How do I bulk complete diary events	How do I add a new key?
Email a confirmation of the offer received	How do I book key/keys out after booking events	How do I deactivate a key?
Accepting an offer	How do I book key/keys in after completing events	How do I export a list of keys into Excel?

Buzz Section (Click a link below)	Compliance Section (Click a link below)	Reports Section (Click a link below)
What is each section on the buzz?	How does the Compliance filter section work?	How do I run a sales pipeline report?
How does the filtering work on the buzz?	What is the List/Recent section?	How do I run a lettings pipeline report?
How do you customise your buzz layout?	How do I add a compliance to a property?	How do I run a board status report?
	How do I assign a 3rd party to a compliance?	How do I run KPI branch reports?
	How do I upload a file to a compliance?
	How do I bulk send all compliances due this month to 3rd parties?

Tenancies Section (Click a link below)	Repairs (Click a link below)
How does the Tenancies filtering section work?	How do I add a repair to a property?
What is the List/Recent section?	How do I see a list of outstanding repairs?
How do I setup a Tenancy from an offer?	How do I assign a repair to a 3rd party?
How do I email out all bulk renewal emails for tenancies expiring?	How do I email a repair job to a 3rd party?
How do I create a Tenancy Agreement from a tenancy?	How do I complete a repair?
How do I Renew a Tenancy?
How do I End a Tenancy?